Anyone can crunch numbers.
At Beacon Advisor Group, we’re much more than that!
As strategic accountants, we think outside the box to find the best solutions for your personal & business goals. We bring a holistic perspective and personal touch to the table – helping guide your future as your long-term partner.
Our Services
PERSONAL SERVICES
Tax Compliance & Prep
Tax Planning & Consulting
Family Office
Legacy Planning
Foundation & Philanthropic strategy
Financial Strategy
BUSINESS SERVICES
Tax Compliance & Prep
Tax Planning & Consulting
CFO leadership/Consulting
Business & Income Tax Planning
Business Valuations
Legacy Planning
Foundation & Philanthropic Strategy
Financial Strategy
Our Credentials & Mission
Certified Public Accountant
Accredited in Business Valuation
Certified Trust Financial Advisor
Kentucky CPA Society Member
Explore Our Site
Meet Our Team
Based in Louisville Kentucky, we’ve worked with clients all around the USA.
Learn More
We offer several services for business & personal financial consulting.